EmVision Capital Advisors Blog

Finra Urges B-Ds, Reps to Implement Succession Plans

The Financial Industry Regulatory Authority (Finra) has issued a regulatory notice encouraging registered representatives and the 600,000 broker-dealers to have succession plans in place for when firms are sold or reps retire or are no longer able...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act

On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, encompassing many aspects of financial planning and retirement saving. As time goes on, nuances in interpreting this new law will become clearer. Until...

4 Reasons to Consolidate Retirement Accounts

Did you knowAmericans change jobs an average of 12 times in their lifetime? If you have changed jobs and left behind 401(k) accounts with prior employers, you know firsthand that managing retirement accounts spread among different custodians and...

A 7-Point Checklist for Your Estate Plan

When it comes toestate planning, executing your will and other estate documents is only the first step. To help ensure that your estate plan stays in tune with your goals and needs, it’s important to review and update it on an ongoing basis....

President Biden Announces Student Debt Relief Plans

On August 24, 2022, President Biden announced plans to offer student loan forgiveness to selected individuals. Below is a summary of the executive action that the Biden Administration plans to effectuate. It’s important to note that strong legal...

Confused About the Economy? It’s OK.

Record high inflation and negative economic growth, as measured by US GDP growth, have fueled recession fears. The bond market is similarly flashing recessionary signals. Despite this, the S&P 500 through Friday, August 5, 2022, has rallied 13%...

Backdoor Roth IRA Contributions: A Way to Catch Up on Retirement Savings

Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until it isn’t. Then, in their 40s and 50s, they start to panic and wonder how they’ll catch up. One strategy, made possible beginning in...

End-of-Life Planning Checklist

To ensure that your wishes are carried out after your death, end-of-life planning is essential. But when it comes to organizing your personal and financial affairs, it can be difficult to know where to start. The following checklists are designed to...

So You Want to Buy a Vacation Home . . .

As the weather warms up, many people are thinking about summer plans—and possibly dreaming of buying a vacation home. Although the idea of having a permanent “home away from home” may sound appealing, purchasing a vacation property isn’t something...

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